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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1326
Exane Asset Management
France
$712K +$639K +887 New
ICP
1327
Interchange Capital Partners
Pennsylvania
$710K +$241K +334 +47%
OFG
1328
OmniStar Financial Group
North Carolina
$710K +$750K +1,040 New
SCP
1329
Sivia Capital Partners
California
$710K +$110K +153 +17%
LFG
1330
Larson Financial Group
Missouri
$708K +$212K +294 +40%
WBG
1331
Wharton Business Group
Pennsylvania
$707K – – –
1CP
1332
17 Capital Partners
Arizona
$705K +$52.6K +73 +8%
MFA
1333
Mayflower Financial Advisors
Massachusetts
$704K +$89.4K +124 +14%
SW
1334
Simplicity Wealth
New Jersey
$702K -$427K -592 -37%
OFG
1335
Oxford Financial Group
Indiana
$699K +$44.7K +62 +6%
SGI
1336
Summit Global Investments
Utah
$697K -$1.03M -1,427 -58%
BF
1337
Brucke Financial
Indiana
$696K +$159K +220 +27%
BWCS
1338
Beirne Wealth Consulting Services
Connecticut
$696K +$735K +1,019 New
EWA
1339
Exencial Wealth Advisors
Oklahoma
$696K +$76.4K +106 +12%
TWM
1340
Trevian Wealth Management
Massachusetts
$690K +$728K +1,010 New
TIA
1341
Tiemann Investment Advisors
California
$688K +$10.8K +15 +2%
WAG
1342
Wallace Advisory Group
California
$686K -$36K -50 -5%
C
1343
Certuity
Florida
$684K +$2.88K +4 +0.4%
PI
1344
Pettee Investors
Connecticut
$684K +$722K +1,001 New
RC
1345
RBF Capital
California
$683K – – –
PL
1346
Plancorp LLC
Missouri
$679K -$10.1K -14 -1%
CPWA
1347
Cerro Pacific Wealth Advisors
California
$676K -$27.4K -38 -4%
PPW
1348
Parcion Private Wealth
Washington
$675K +$154K +214 +28%
EDRH
1349
Edmond de Rothschild Holding
Switzerland
$671K – – –
MA
1350
MONECO Advisors
Connecticut
$666K -$73.5K -102 -9%
52 53
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55 56